Sequoia Financial Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
6,596
+1,180
| +22% | +$51.7K | ﹤0.01% | 1269 |
|
|
2025
Q1 | $218K | Hold |
5,416
| – | – | ﹤0.01% | 1212 |
|
|
2024
Q4 | $223K | Hold |
5,416
| – | – | ﹤0.01% | 1166 |
|
|
2024
Q3 | $219K | Sell |
5,416
-509
| -9% | -$20.6K | ﹤0.01% | 1128 |
|
|
2024
Q2 | $230K | Hold |
5,925
| – | – | ﹤0.01% | 1027 |
|
|
2024
Q1 | $225K | Sell |
5,925
-1,463
| -20% | -$55.6K | ﹤0.01% | 994 |
|
|
2023
Q4 | $267K | Sell |
7,388
-1,086
| -13% | -$39.3K | ﹤0.01% | 974 |
|
|
2023
Q3 | $286K | Hold |
8,474
| – | – | 0.01% | 708 |
|
|
2023
Q2 | $290K | Buy |
+8,474
| New | +$290K | 0.01% | 713 |
|